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| Happy Holidays!! thanks for using AUM13F!! |
| Tandem Investment Partners LLC
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| CRD # | 172309 |
| SEC # | 801-121703 |
| CIK # | 0001542867, 0002056333 |
| AUM | $175.6 M (2025-03-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 609-452-2100 |
| Address | 3 Third Street Bordentown, NJ 08505 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.3 | ||
| Apple Inc | 2.3 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Oracle Corp | 1.6 | ||
| Alphabet Inc | 1.3 | ||
| VISA Inc | 1.2 | ||
| Wal Mart Stores Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 41.2 |
| (b) Individuals (high net worth individuals) | 34 | 123.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 10.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 441 | 175.6 |
| By Discretionary | ||
| Discretionary | 441 | 175.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 441 | 175.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.6 | |
| Total | 441 | 175.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001542867] | |
| 13F-HR | [0002056333] |
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|---|---|---|
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FL | 0.2 |
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MN | 0.2 |
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0.2 | |
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CA | 0.2 |
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WI | 0.2 |
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TX | 0.2 |
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Kahala Financial Advisors LLC
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HI | 0.2 |
|
Arbor Financial Planning LLC
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MI | 0.2 |
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Excel Capital Management Corp
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NJ | 0.2 |